401(k) · DOL Form 5500 · 2023

Ideal Option PLLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
641
Participants Below avg headcount
57th
Percentile by assets National rank
$14,383
Avg per participant Low balance/head
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Official DOL plan name: Ideal Option PLLC 401(k) Plan · Sponsored by Ideal Option PLLC · Washington · Healthcare & Social Assistance

$9M in assets, 641 participants

Ideal Option PLLC's Ideal Option PLLC 401(k) Plan reported $9M in total assets and 641 participants in its 2023 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #11,052 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Ideal Option PLLC 401(k) Plan covers 641 participants in Washington, about 43% of the average Washington filer (state average ~1,476 per filing). Assets: $9M.

#11,052
in Healthcare & Social Assistance (17,684 peers)
+32.2%
assets growth YoY

Ideal Option PLLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ideal Option PLLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,219,433 Top 43% higher than 57% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Ideal Option PLLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ideal Option PLLC 401(k) Plan sits mid-pack in the medium band (641 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ideal Option PLLC 401(k) Plan reported net income rose from -$66K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ideal Option PLLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Ideal Option PLLC 401(k) Plan reported participants rose from 564 in the plan year 2022 filing to 641 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 455513274 · Ideal Option PLLC PY 2023 · 401(k)

Ideal Option PLLC 401(k) Plan · $9M · 641 · 57th

  • EIN $9M
  • RANK 641
  • PHOTO 57th
  • IND 401(k)
  • EOY near Paradigm Environmental Services, Inc. 401(k) Plan
  • 5500 ind #11052

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Washington →

Ideal Option PLLC 401(k) Plan in the asset neighbourhood

Ideal Option PLLC 401(k) Plan$9MParadigm Environmental Services, Inc. 401(k) PlanParadigm Environmental Servi…$9MC&c Boiler Sales & Service, Inc. 401(k) Profit Sharing PlanC&c Boiler Sales & Service, …$9MVoxtur Analytics US Corp. 401(k) PlanVoxtur Analytics US Corp. 40…$9MThe Daube Company Savings and Incentive PlanThe Daube Company Savings an…$9M
End-of-year total assets ($M) among Ideal Option PLLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN455513274
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ideal Option PLLC)

Sponsor-wide plan assets over time

All Ideal Option PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 53.41628921006903% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.98M $10.7M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 564 $7M
2023 1 641 $9M
2024 1 673 $11M

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ideal Option PLLC 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Ideal Option PLLC 401(k) Plan, Total assets ($B): 0.009219433 · Participants: 641Ideal Option PLLC 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Ideal Option PLLC 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Ideal Option PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Paradigm Environmental Services, Inc. 401(k) Plan in NY ($9M); by covered participants it is Mueblerias Berrios Retirement Plan in PR (641 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (641 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ideal Option PLLC 401(k) Plan assets move in 2023?
Ideal Option PLLC 401(k) Plan surged - up 32.2% during 2023, from $7M to $9M. Reported net income was $2M.
How have Ideal Option PLLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Ideal Option PLLC's sponsor-wide assets grew 53.4%, from $7M to $11M.
Which 401(k) plans are similar in size to Ideal Option PLLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Paradigm Environmental Services, Inc. 401(k) Plan in NY ($9M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Ideal Option PLLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Mueblerias Berrios Retirement Plan in PR (641 participants, $8M in assets).